The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADAMAS PHARMACEUTICALS INC COM 00548A106 22,633 947,006 SH   SOLE   947,006 0 0
ALLY FINL INC COM 02005N100 75,381 2,776,474 SH   SOLE   2,776,474 0 0
AMERICAN TOWER CORP NEW COM 03027X100 50,359 346,490 SH   SOLE   346,490 0 0
AUTODESK INC COM 052769106 37,062 295,125 SH   SOLE   295,125 0 0
AVAYA HLDGS CORP COM 05351X101 59,017 2,634,695 SH   SOLE   2,634,695 0 0
BROADCOM LTD SHS Y09827109 37,642 159,735 SH   SOLE   159,735 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 55,362 1,716,661 SH   SOLE   1,716,661 0 0
D R HORTON INC COM 23331A109 61,507 1,402,981 SH   SOLE   1,402,981 0 0
DARLING INGREDIENTS INC COM 237266101 44,197 2,554,751 SH   SOLE   2,554,751 0 0
DXC TECHNOLOGY CO COM 23355L106 42,177 419,545 SH   SOLE   419,545 0 0
EXPEDIA GROUP INC COM NEW 30212P303 19,457 176,229 SH   SOLE   176,229 0 0
FLEX LTD ORD Y2573F102 36,287 2,222,079 SH   SOLE   2,222,079 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 48,078 1,811,518 SH   SOLE   1,811,518 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 38,493 578,840 SH   SOLE   578,840 0 0
ORION ENGINEERED CARBONS S A COM L72967109 22,070 814,408 SH   SOLE   814,408 0 0
XPO LOGISTICS INC COM 983793100 82,240 807,782 SH   SOLE   807,782 0 0